Money Concepts

MONEY CONCEPTS FINANCIAL PLANNING CENTRE

Financial Planning, Investments & Brokerage Services 
 In addition to traditional savings and investment products, Great Lakes Credit Union offers members the Money Concepts program, a personal financial planning, investment and brokerage service. Money Concepts, with over 500 planning centers worldwide, provides members with an ongoing full service process designed to:

• Give you professional products, money mentoring and direction in order to obtain your monetary goals
• Keep you up-to-date through scheduled periodic reviews of your portfolio

Experience an investment service unlike any other you have encountered before.
For more information or to set up a no-obligation appointment, call 847-578-7021 or 1-800-982-7850 extension 7021.

MEET THE TEAM

   BEN PAHL
Ben Pahl, Financial Advisor, is a member of The Tranel Financial Group through Money Concept's professional advisory team and serves on its 9 member Investment Council. Ben specializes in working with Great Lakes Credit Union Members assisting them with all of their financial planning needs.

• Financial Advisor
• Top 5% of all National Sales Leaders in the Money Concepts System
• Money Concepts Rookie of the Year Recipient in 2006
• GLMV Chamber of Commerce Member
• Investment Council Member
• Licenses: Series 7 & 66, and Life, Accident & Health Insurance

Specializes In:

• Retirement Income Planning
• Real Estate Investment Trusts

    JON BUTENUTH
Jon Butenuth, CFS is Senior Wealth Manager and Director of the professional advisory team. Jon works with advisors daily to ensure all financial plans and investment strategies are solution focused, and provide a clear path for clients to reach their goals.

Jon is also a leading member of The Tranel Financial Group through Money Concept's professional advisory team and serves on its ten member Investment Council, managing nearly $200 million in client funds.

• Financial Advisor
• Certified Fund Specialist
• Financial Advisor Team Director
• Regional Director for Northern Illinois and Wisconsin Advisors
• Leading member of The Tranel Financial Group
• Investment Committee
• Licenses: Series 6, 7, and 66, Life, Health & Long Term Care Insurance

Specializes In:

•  Investment Management
• Retirement Income Planning
• Real Estate Investment Trusts

All securities through Money Concepts Capital Corp., Member NASD/SIPC, 1509 N. Milwaukee Avenue, Libertyville, Illinois 60048. Investments are Not NCUSIF insured - May Lose Value - No Credit Union Guarantee